Senior Financial Planning

21 hours ago

Cape Town, South Africa Bolt Talent Solutions Full time

Qualified chartered accountant based in South Africa
- Minimum 8-years' experience in a senior finance role
- Expertise in the financial industry

**About the Senior Financial Planning & Analysis Analyst role**

This is an exciting opportunity for a person who is interested in furthering their career as a chartered accountant. This role will be ideal for a strong analytical individual who is passionate about financial strategy that in turn will be able to assist in making strategic decisions within the financial services business. The role requires you to perform an analytical role, with the strategic focus in mind, by analyzing current performance and determining whether the strategies in place are optimal to enhance the financial service business’ profitability.

The Senior Financial Planning & Analysis Analyst is responsible for financial and strategic reporting to executives and driving company efficiencies in their understanding of the key business drivers.

**Where is this role based?**

The company’s offices in the Weaver Fintech building, Riche Terre, Mauritius.

**Who will you report to?**

The Finance Manager

**What will you do?**

**1. Budgeting**:

- Perform quarterly reforecasting and annual budgeting
- Monthly management of opex and capex against the latest forecast
- Prepare strategic medium to long term forecasts
- Benchmarking and competitor analysis

**2. Reporting**:

- Oversee monthly management accounts & executive reporting pack
- Assist in annual financial statements and external audit management
- Preparation of quarterly board packs

**3. Accounting and control**:

- Assist in efficient accounting function and effective financial reconciliations
- Manage service provider relationships, performance and terms

**4. Treasury and tax management**:

- Oversee the efficient management and reporting of bank accounts and facilities
- Drive funding efficiencies and ensure compliance with funding agreements
- Review and submission of annual tax returns
- Ensure quarterly tax payments enacted

**5. Governance**:

- Oversee secretarial/management company engagement across jurisdictions
- Various country credit and insurance regulatory reporting and compliance.

**6. People and processes**:

- Manage, coach and mentor team members
- Communicate proactively and effectively across jurisdictions
- Benchmark processes and drive best practice

**7. Projects**:

- Assist in ad-hoc tasks and projects, which typically have a commercial focus and exposure to senior management
- Partner across functions and project team

**A little about who you are**
- Professional, energetic and a positive team player
- Analytical & focused - driven to achieve high standards of excellence
- Structured approach with excellent attention to detail
- Clear communicator with the ability to communicate at all levels - both verbal and written
- Strong interpersonal skills and great relationship building ability
- Ability to work well under pressure - independently as well as within in a team
- A high degree of integrity and transparency
- Take ownership, be accountable and reliable
- Self-motivated, targeted result and deadline driven

**Required skills and qualifications**
- Qualified chartered accountant based in Mauritius
- Good computer literacy skills with a proficiency in MS Excel
- Oracle Hyperion advantageous
- Experience in the financial services industry is advantageous
- Minimum 8-years’ experience in a senior finance role
- The ability to creatively solve problems
- The ability to interrogate and interpret numerical and financial information

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